Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
6.10%
6 Months
26.63%
8.11%
1 Year
16.86%
−2.73%
3 Years
13.24%
11.42%
5 Years
17.56%
12.09%
Since Inception
16.65%
13.75%
Fund Age
10 yrs 1 mo
5 yrs 5 mo
AUM
₹11.38 Cr
₹205.48 Cr
Alpha – 1 Year
12.14%
−5.71%
Alpha – 3 Years
1.15%
−0.47%
Information Ratio – 3 Years
0.20
-0.07
Volatility – 1 Year
29.32%
23.93%
Volatility – 3 Years
24.13%
22.69%
Beta – 1 Year
1.44
1.24
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
0.48
-0.23
Sharpe Ratio – 3 Years
0.50
0.35
Worst Rolling Year
-10.45%
11.05%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−32.02%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 28% · M 36% · S 34%
Number of Stocks
28
29
Portfolio P/E
41.96
46.19
Top 5 Holdings
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%